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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,296 | $166,268-60.7% | $165,100-60.5% | $145,897-55.2% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.6%-31.6pp | 80.3%-33.2pp |
| Annual return | 3.44% | 100.52%-97.1pp | 70.21%-66.8pp | 552.29%-548.9pp |
| Employer contribution / active EE | $871 | $5,284-83.5% | $4,348-80.0% | $4,663-81.3% |
| Participant deferral / active EE | $3,617 | $6,964-48.1% | $6,035-40.1% | $6,689-45.9% |
| Admin fee / account holder | $1,513 | $16,659-90.9% | $12,696-88.1% | $13,390-88.7% |